-63.7%
ADBE vs RMD
-1.8%
-61.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -3.2% | -0.2% | -3.0% | -3.1% |
| 30D | +1.0% | +1.6% | -0.7% | +0.2% |
| 3M | -7.8% | +6.0% | -13.8% | -9.9% |
| 6M | -1.0% | +17.9% | -18.9% | -7.2% |
| YTD | -31.8% | 0.0% | -31.8% | -32.7% |
| 1Y | -29.2% | -4.5% | -24.7% | -29.0% |
| 3Y | -60.1% | +70.8% | -130.9% | -70.2% |
| 5Y | -63.7% | -2.0% | -61.7% | -62.4% |
| All | -63.7% | -1.8% | -61.9% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling